Mary Jo Lafaye Reverse Mortgage Advisor

The Modern Retirement Mortgage™ Realtor Certification Class
— Tuesday, 6/16, 10AM at MAR

Marin County's 55+ Equity-Rich Homeowners are the driving force in today's real estate market 🔥 (NAR 2026).

🏡 Baby Boomers/Seniors are today’s largest buyer/seller segment and hold about HALF of the Real Estate Wealth in the U.S. ~ $23.5 Trillion & Americans 55+ own 71% of all housing wealth ~ $39.1 Trillion. (MarketWatch 2024) (The Fed Q4 2025)

Many have the equity to make a move — what they're looking for is a way to preserve lifestyle, liquidity, and retirement confidence.

If you're working with 55+ homeowners, join me for a Realtor Certification Class and learn how The Modern Retirement Mortgage™ can help eligible clients make a move with increased purchasing power and financial flexibility.

📅 Tuesday, June 16, 2026
🕙 10:00 AM – 11:30 AM PDT
📍 Marin Association of Realtors
40 Mitchell Blvd, San Rafael, CA 94903

☕ Coffee included + Treats + Strategy

Space is Limited. Register Today: Save1Seat.com. Link in bio.

5.0 star review received on Experience.com for Mary Jo Lafaye by Spirit W - Kind of amazing from start to finish.....I was recommended to see MaryJo and then 2 weeks later ended up on a plane to Payne airport and MaryJo was sitting next to me which was pretty miraculous so we met for the first time by chance or Karma one could say!!!! Then about 2 years later I was able to qualify for the Reverse Morgage because of debt wiped out due to bankruptcy. I was really impressed by the whole team effort on my behalf. Spoke with MaryJo ,and her assistant Christina was also stellar as well as the TC Stacey Beelhler. They were on it every step of the way, answering questions and just helping me navigate the process. I had hoped to sign in person but truthfully just so much enjoyed the Notary Debra Fox who came to my home. So truthfully a GREAT experience,

New ★★★★★ 5 Star Experience.com Review by Spirit W Click to see all 110 reviews of Mary Jo Lafaye, Home Equity Retirement Specialist

Marin County’s 55+ homeowners are the driving force in our current Real Estate Market. 🔥

🏡According to NAR, adults ages 61–79 are the largest cohort of Buyers & Sellers nationwide, and control trillions in home equity. This housing wealth is an integral part of their retirement plan. Agents need to know what motivates this dynamic group.

Boomers & Seniors are looking for solutions to:
- Finding their ideal home without impacting their cashflow
- Staying in their community — or moving closer to family
- Flexible financing to protect liquidity and lifestyle

That’s what this class is about.

Join me for a practical conversation around downsizing, right-sizing, home equity, and purchasing power for today’s 55+ clients.

📅 Friday, May 29, 2026
🕙 10:00 AM – 11:30 AM PDT
📍 MAR, 40 Mitchell Blvd. San Rafael
☕️ Coffee included

Register at Save1Seat.com
Link in bio

5.0 star review received on Experience.com for Mary Jo Lafaye by Ray M - responsive on everything. Well informed and knowledgeable. pleasant staff.

New ★★★★★ 5 Star Experience.com Review by Ray M Click to see all 108 reviews of Mary Jo Lafaye, Home Equity Retirement Specialist

How can retirees create more flexibility around cash flow without unnecessarily disrupting their long-term investment strategy?

I’d like to invite you to an upcoming CE webinar Mutual of Omaha Mortgage will be hosting with Wade Pfau, Ph.D., CFA, one of the leading researchers in retirement income planning.

We’ll discuss how reverse mortgages are being used today as part of a broader retirement strategy, including:
• Coordinating a HECM line of credit with portfolio distributions
• Managing market volatility and “spike” expenses
• Improving cash flow flexibility in retirement
• The role home equity can play alongside traditional retirement assets

📅 Tomorrow, Wednesday, May 20, 2026
🕚 11:00 AM – 12:00 PM PDT
💻 Live via Zoom

Register here: https://register.gotowebinar.com/register/8409518380753728597

This will be a practical, research-based discussion designed for financial professionals working with clients in or approaching retirement.

If you’re navigating a client scenario, I think you’ll find the conversation valuable.
— Mary Jo

Looking forward to this one! Calling all MAR Members.
🤖Register for this Monday’s General Membership Meeting on Ai in Real Estate. 🍳Breakfast will be served. I’d love to connect with you so make sure to say Hi👋

✅Step 2:
Make sure to also register for my upcoming FREE Realtor Certification class at MAR, Friday, 5/29 10AM
Capture the Listings with Marin’s House Rich Demographic.🏠🏠🏠

🚨 Speaker Announcement 🚨

Join us in welcoming Kathleen Lappe, Founder & CEO of DirectOffer and creator of OLIVIA AI!

Kathleen is a leader in AI-driven real estate technology, helping agents improve lead generation, marketing performance, and client communication through innovative and practical AI solutions.

https://www.linkedin.com/in/kathleen-lappe-50271550/

🎤 Session Title:

AI for Agents Who Hate Tech: Simple Tools That Save Time, Capture Leads, and Help You Close

Learn simple AI tools agents can start using immediately to save time, improve follow-up, create content, and close more business without needing to be “techy.”

https://www.marinrealtors.org/connect/events/?event_id=E_GMM50426_2026-05-18T10:00:00Z

5.0 star review received on Experience.com for Mary Jo Lafaye by Anita H - Giving me the time I needed.

New ★★★★★ 5 Star Experience.com Review by Anita H Click to see all 107 reviews of Mary Jo Lafaye, Home Equity Retirement Specialist

One week to go, amigos.

North Bay Buy/Sell is back on Cinco de Mayo — and we're bringing the heat:

🌯 Breakfast burritos
🏡 Off-market listings
📈 Market update
🤝 Your people, in the room

If you don't know, this is where deals get done before they hit the MLS. Don't miss it.

RSVP here: https://www.eventbrite.com/e/north-bay-buysell-meeting-and-market-update-tickets-1406853910919?aff=oddtdtcreator

Nos vemos el cinco. 🎉